Litify

Streamlining Calendar Management for Ricci Law Firm Challenge

Introduction
Industry
Law
Solution
Litify
Location
Greenville, North Carolina
"Communication with Din and the team is excellent, and I am very satisfied with the work being done. I appreciate ECHO’s team approach, where I collaborate with multiple people based on their availability and expertise."

─ Ricci Law Firm

Mission

Ricci Law Firm’s users struggled with duplicate event series cluttering their calendars, making it challenging to track and identify the correct meetings. Salesforce's built-in solution for deleting event series proved ineffective because events synced from Outlook were inserted as individual entries rather than part of a series. This caused confusion and inefficiencies in managing schedules.

Solution

To address the issue, we developed a custom solution using Lightning Web Components (LWC):


  • Custom Button Implementation: Created a button to identify and delete duplicate events.
  • Matching Criteria: The solution matched duplicates by comparing the subject, start time, and weekday.
  • Series-Like Recognition: Ensured that improperly synced individual events were treated and removed as if they were part of an event series.

Results

The custom solution provided the following benefits:


  • Calendar Cleanup: Removed duplicate events, resulting in a clean and organized calendar interface.
  • Improved Usability: Enhanced user experience by reducing clutter and confusion in managing schedules.
  • Operational Efficiency: Saved time and reduced frustration for users navigating their Litify calendars.

The Ricci Law Firm now enjoys streamlined calendar management, allowing users to focus on their priorities without being hindered by duplicate events.

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